MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.3M
3
+$20.7M
4
XOM icon
Exxon Mobil
XOM
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$10M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.28M

Sector Composition

1 Technology 12.01%
2 Financials 4.7%
3 Energy 4.04%
4 Consumer Discretionary 3.94%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.15%
+26,723
152
$1.38M 0.14%
17,311
-19,931
153
$1.37M 0.14%
+18,659
154
$1.37M 0.14%
15,161
-1,540
155
$1.36M 0.14%
+20,529
156
$1.28M 0.13%
20,967
-18,196
157
$1.28M 0.13%
+38,168
158
$1.27M 0.13%
12,365
+2,313
159
$1.27M 0.13%
+26,893
160
$1.23M 0.13%
16,809
-2,186
161
$1.23M 0.13%
24,477
+11,665
162
$1.2M 0.13%
43,617
-7,842
163
$1.2M 0.13%
+57,527
164
$1.19M 0.12%
+47,963
165
$1.19M 0.12%
+11,793
166
$1.19M 0.12%
+21,625
167
$1.17M 0.12%
23,655
-1,714
168
$1.16M 0.12%
+18,117
169
$1.16M 0.12%
+31,336
170
$1.15M 0.12%
+10,807
171
$1.14M 0.12%
35,639
+5,017
172
$1.14M 0.12%
32,180
-4,933
173
$1.08M 0.11%
+15,547
174
$1.05M 0.11%
+23,658
175
$1.04M 0.11%
11,663
-29,682
5 6
7
8 9